Congress Asset Management’s Independence Realty Trust IRT Stock Holding History

Congress Asset Management’s Portfolio IRT Stock Details IRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.7M	Buy	1,002,178 +857,281	+592%	+$13.9M	0.1%	163
2026 Q1	$2.16M	Buy	144,897 +20,315	+16%	+$334K	0.02%	299
2025 Q4	$2.18M	Sell	124,582 -10,530	-8%	-$175K	0.02%	278
2025 Q3	$2.21M	Buy	135,112 +957	+0.7%	+$16.6K	0.01%	277
2025 Q2	$2.37M	Sell	134,155 -94	-0.1%	-$1.76K	0.02%	273
2025 Q1	$2.85M	Sell	134,249 -627	-0.5%	-$12.6K	0.02%	254
2024 Q4	$2.68M	Buy	134,876 +5,998	+5%	+$122K	0.02%	268
2024 Q3	$2.64M	Sell	128,878 -1,237	-1%	-$24.4K	0.02%	260
2024 Q2	$2.44M	Sell	130,115 -1,622	-1%	-$27.1K	0.02%	268
2024 Q1	$2.12M	Buy	131,737 +1,722	+1%	+$26.3K	0.02%	273
2023 Q4	$1.99M	Buy	130,015 +462	+0.4%	+$6.4K	0.02%	292
2023 Q3	$1.82M	Buy	129,553 +179	+0.1%	+$2.95K	0.02%	283
2023 Q2	$2.36M	Buy	129,374 +1,437	+1%	+$24.5K	0.02%	272
2023 Q1	$2.05M	Buy	127,937 +12,694	+11%	+$222K	0.02%	280
2022 Q4	$1.94M	Sell	115,243 -4,165	-3%	-$70.5K	0.02%	286
2022 Q3	$2M	Buy	119,408 +1,471	+1%	+$29.8K	0.02%	271
2022 Q2	$2.44M	Buy	117,937 +919	+0.8%	+$22.1K	0.02%	261
2022 Q1	$3.09M	Buy	117,018 +8,688	+8%	+$213K	0.03%	260
2021 Q4	$2.8M	Buy	108,330 +34	+0%	+$805	0.02%	257
2021 Q3	$2.2M	Buy	108,296 +234	+0.2%	+$4.65K	0.02%	258
2021 Q2	$1.97M	Buy	108,062 +16,387	+18%	+$278K	0.02%	270
2021 Q1	$1.39M	Buy	91,675 +9,980	+12%	+$142K	0.01%	281
2020 Q4	$1.1M	Sell	81,695 -615	-0.7%	-$7.86K	0.01%	274
2020 Q3	$954K	Sell	82,310 -55,590	-40%	-$637K	0.01%	263
2020 Q2	$1.58M	Buy	137,900 +2,875	+2%	+$28.7K	0.02%	240
2020 Q1	$1.21M	Sell	135,025 -5,425	-4%	-$73.3K	0.02%	242
2019 Q4	$1.98M	Sell	140,450 -38,875	-22%	-$566K	0.02%	254
2019 Q3	$2.57M	Sell	179,325 -18,065	-9%	-$238K	0.03%	247
2019 Q2	$2.28M	Hold	197,390	–	–	0.03%	260
2019 Q1	$2.13M	Buy	+197,390	New	+$2.03M	0.03%	265

Other funds holding IRT

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Congress Asset Management's IRT Position: Q2 2026 in Review

Congress Asset Management increased its Independence Realty Trust (IRT) stake by 592% in Q2 2026, buying an estimated $13.9M and bringing the position to 1,002,178 shares worth $16.7M. The position accounts for 0.1% of the portfolio, ranked #163.

Congress Asset Management first reported a position in IRT in Q1 2019 and has held it in 30 quarters since. 45 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Congress Asset Management held 1,002,178 shares of Independence Realty Trust worth $16.7M as of Q2 2026.
Congress Asset Management bought 857,281 Independence Realty Trust shares in Q2 2026, an estimated $13.9M.
Independence Realty Trust made up 0.1% of Congress Asset Management's portfolio in Q2 2026, its #163 holding.
Congress Asset Management first reported a position in Independence Realty Trust in Q1 2019 and has held it in 30 quarters since.
45 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.